Rémi Dai

Experience

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  Schiller Advisory

  Jun 2022 - Oct 2022

  Commercial Engineer

  -Exploitation of the client portfolio: telephone prospecting, both inbound and outbound call systems, and the ability to sell DPC training to healthcare personnel.-Managing prospects and client relationships using CRM tools (Pipedrive).-Monitoring their progress in the training, providing assistance in case of issues, and transferring their questions to medical references.-Assisting healthcare professionals in their administrative process for requesting coverage of training costs.-Proposing innovative actions or suggestions to the sales management inspired by competitive intelligence.-Contributing to the front and back-end development of the website. Show less

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  Alveus

  Dec 2023 - Oct 2024

  Tuteur
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  HSBC

  May 2024 - Oct 2024

  Client Operations Assistant - HSBC Asset Management

  • Assist the Rebates team in automating internal processes (reconciliation and calculation of rebates, statistical analysis of data) in Python/VBA • Development of a cross-platform GUI interface (Python/Tkinter)• Engaging in client meetings on rebate payment procedures, data quality assessment, discrepencies identification.• Tracking of the different contracts and collection of rates by ISIN code in our databases• Process DataWorkflow with dynamic and static databases from multiple HSBC departments (operations, sales, finance, and legal) and ensure data quality • Detailed documentation to ensure knowledge transfer and understanding of implemented tools Show less

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  Crédit Agricole CIB

  Nov 2024 - now

  Equity Derivatives Market Risk Analyst